MyPlanIQ
Major Brokerage Investor
Three Core Asset Most Popular ETF Index Funds
Investment Options
| Total Available Funds: | 3 |
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| Total Available Funds: | 3 |
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| Total Available Funds: | 3 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | ||||||||||||||||||
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Average Expense Ratio: 0.15%
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Model Portfolios 
| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
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Click for Portfolio Details or Follow | 0.5% | 10.9% | 4.8% | 7.3% | 6.9% | 7.3% |
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| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click to Create Model Portfolio | ||||||
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| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
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Click for Portfolio Details or Follow | 0.5% | 16.3% | 6.3% | 9.1% | 8.0% | 9.0% |
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| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click to Create Model Portfolio | ||||||
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* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
Description
The plan consists of 3 funds. It covers 3 major asset classes and 3 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
This plan consists of three ETF index funds for major asset classes. The three assets are US Equity, Foreigen Equity and Fixed Income. It is considered to be a bare minimum set of core assets. Compared with Three Core Asset Index Funds, this plan uses most popular ETFs instead of index mutual funds.
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